From the Dashboard, click on the “Create Quote” button to begin

Click the “Change” option next to the default client name. Choose the appropriate client from the list and click the arrow icon to proceed

Provide a title and a brief description of the quote.

You may either enter this manually or use the built-in AI assistance.

Configure the following fields:

• Priority level: Low, Medium, or High
• Expiry date: Set a valid expiration date
• Quote owner: Assign an internal team member
• Win probability: Choose a value between 1–5

Fill in the required item details:

Item type Item name Quantity Unit price Discount (if applicable) Tax rate

• Click “+ New line” to insert additional optional items, if needed.

• Select “+ Add Text” to enter any extra notes or relevant information pertaining to the quote.

• Enter the deposit amount, if required.
• Choose to link this note to related invoices for future reference.

• Add a personalized message for your client.
• Attach images or supporting documents, if needed.
• Save your quote - Scroll to the bottom right corner and click “Save Quote” to finalize and store your quote.

To send the quote to your client, click the “Send Email” button.